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How do I set up Automatic Volume Discounts (Tiered Discounts)?

Steps

  1. Open “Discount Schema” from the menu.
  2. Create a new Discount Scheme.
  3. Give the Discount Scheme a Name.
  4. Select the Discount Type Breaks.
  5. Set a Valid from date.
  6. Go to the tab “Discount Break” at the bottom of the page and click . A new window opens up.
  7. Select a Product or a Product Category.
  8. In the field Break Value enter the amount at which a discount is to be applied.
  9. In the field Break Discount % enter a percentage.
  10. Click “Done” to close the window and add the Discount Conditions to the list.

    Note: Repeat steps 6 to 10 to add further Discount Conditions, such as for tiered discounts or discounts for additional products/product categories.

Assign Discount Scheme to a Business Partner

For a Discount Scheme to be applied automatically, it first has to be assigned to a Business Partner for whom the Discount Scheme shall be used.

  1. Use the menu to navigate to the regarding Business Partner.
  2. Go to the record tab “Customer” at the bottom of the page and move the horizontal scrollbar to the right until you find the column Discount Schema.
  3. Double-click the field Discount Schema of the Customer Line and select the desired Discount Scheme from the drop-down list.
  4. metasfresh saves the progress automatically.

Example


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